Core Wealth Advisors’s RH RH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-193
| Closed | -$67.2K | – | 203 |
|
|
2024
Q1 | $67.2K | Hold |
193
| – | – | 0.02% | 94 |
|
|
2023
Q4 | $56.3K | Hold |
193
| – | – | 0.02% | 93 |
|
|
2023
Q3 | $51K | Buy |
+193
| New | +$51K | 0.02% | 77 |
|
|
2022
Q4 | – | Sell |
-35
| Closed | -$9K | – | 267 |
|
|
2022
Q3 | $9K | Hold |
35
| – | – | 0.01% | 146 |
|
|
2022
Q2 | $7K | Buy |
+35
| New | +$7K | ﹤0.01% | 163 |
|